Retirement Plan Operations Specialist

4 hours, 34 minutes ago
Full-time
Junior
Operations
Guidant Financial

Guidant Financial

Guidant Financial specializes in providing innovative funding solutions for small business owners, including 401(k) business financing, SBA loans, and unsecured business loans, to help them start, buy, or grow their enterprises.

Diversified Financial Services
51-250
Founded 2003

Description

  • Collect information from clients to prepare annual 401(k) reporting.
  • Review client documents for completeness and accuracy.
  • Reconcile plans involving rollovers and plan stock using Excel and administration software.
  • Complete 401(k) testing and reporting through administration software.
  • Contact clients by phone and email with reminders and progress updates.
  • Prepare required government filings, including IRS Form 5500.
  • Educate clients about 401(k) administration and plan documents.
  • Explain complex retirement-plan concepts clearly and support training for Retirement Plan Administrator I responsibilities.

Requirements

  • 1–5 years of adjacent back-office financial operations experience in areas such as benefits administration, money movement, insurance claims, tax preparation, loan or mortgage processing, compliance, or quality control.
  • Experience with document review and transaction processing as daily responsibilities.
  • Proficiency with Microsoft Excel, Word, and Outlook.
  • Experience with reconciliation as a daily job responsibility preferred.
  • Direct experience with 401(k) or IRA administration, recordkeeping, distributions, rollovers, compliance testing, or year-end/Form 5500 reporting preferred.
  • Associate’s or bachelor’s degree in business, finance, or a related field, or equivalent work experience preferred.
  • Basic knowledge of 401(k) structures, ROBS, and IRS/DOL regulations preferred.
  • Preferred remote setup includes a designated workspace and reliable high-speed internet.
  • Must reside in one of the recruiting states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, or OK.

Benefits

  • $23.55 per hour, equivalent to approximately $49,000 annually.
  • Fully remote work with necessary equipment provided.
  • Comprehensive health coverage, including a free premium option.
  • Paid parental leave, generous 401(k) match, three weeks of PTO, and 11 paid holidays.
  • Ongoing training, career development opportunities, and supportive leadership.
  • Potential future employee ownership through the company’s planned ESOP structure.
  • Inclusive workplace culture with employee engagement and company events.

Interested in this position?

Apply directly on the company website

Apply Now

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